Special Reports

Special Report: Investment Consultants November 29, 2021

Investment consultants

Investment consultants had higher assets under advisement in the year ended June 30 than in the prior year due to better client returns.

FEATURE STORIES
SPECIAL REPORT: INVESTMENT CONSULTANTS November 29, 2021
Consultants benefit from client returns

Investment consultants had higher assets under advisement in the year ended June 30 than in the prior year due to better client returns.

SPECIAL REPORT: INVESTMENT CONSULTANTS November 29, 2021
Consultants focusing more on DEI efforts of managers they evaluate

Consultants are under pressure to improve their DEI prowess for the managers they review and to add more diverse firms to their lists.

SPECIAL REPORT: INVESTMENT CONSULTANTS November 29, 2021
Client demands push consultants to upgrade tech

Investment consultants are ratcheting up their technology capabilities to meet client needs for more information about their portfolios.

DATA
Worldwide advisory assets
Worldwide advisory institutional assets
U.S. institutional advisory assets
Investment outsourcing
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Client demands push consultants to upgrade tech
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Consultants focusing more on DEI efforts of managers they evaluate
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Consultants benefit from client returns